revertinc · jatinsandilya · Nov 21, 2023 · Oct 24, 2023 · Nov 2, 2023 · Nov 10, 2023
diff --git a/fern/definition/common/associations.yml b/fern/definition/common/associations.yml
@@ -13,6 +13,10 @@ types:
             dealId:
                 type: optional<string>
                 docs: The id of the deal to associate with contact
+            leadId:
+                type: optional<string>
+                docs: The id of lead to associate with contact for close crm
+
         examples:
             - name: Associate hubspot contact with deal
               value:

diff --git a/packages/backend/.env.example b/packages/backend/.env.example
@@ -23,4 +23,6 @@ SLACK_CLIENT_ID=
 SLACK_CLIENT_SECRET=
 SLACK_BOT_TOKEN=
 LOOPS_ONBOARDING_TXN_ID=
-LOOPS_API_KEY=
+LOOPS_API_KEY=
+CLOSECRM_CLIENT_ID=
+CLOSECRM_CLIENT_SECRET=
diff --git a/packages/backend/README.md b/packages/backend/README.md
@@ -53,3 +53,13 @@ yarn workspace @revertdotdev/backend db-seed
 -   **Enter the client_id and client_secret you copied in the previous step**
 -   **(Optional) Copy the scopes (from the Pipedrive app) and add them to the revert dashboard to get granular control over the scope of your app**
     -   You can skip this step and use the default revert scopes and permissions
+
+#### Connect to CLOSE CRM via Revert
+
+-   Open [CLOSE CRM](https://www.close.com/) and sigin or create an account
+-   Left Pane Setting > Developer > OAuth Apps > create apps . More details mentioned [here](https://help.close.com/docs/create-oauth-apps)
+-   **Get your client_id and client_secret**:
+    -   Select your app
+    -   Copy Client ID and Client Secret
+-   **Login to your revert dashboard**
+-   **Enter the Client ID and Client Secret you copied in the previous step and click submit**
diff --git a/packages/backend/config.ts b/packages/backend/config.ts
@@ -31,6 +31,8 @@ const config = {
     SLACK_BOT_TOKEN: process.env.SLACK_BOT_TOKEN!,
     LOOPS_ONBOARDING_TXN_ID: process.env.LOOPS_ONBOARDING_TXN_ID,
     LOOPS_API_KEY: process.env.LOOPS_API_KEY,
+    CLOSECRM_CLIENT_ID: process.env.CLOSECRM_CLIENT_ID!,
+    CLOSECRM_CLIENT_SECRET: process.env.CLOSECRM_CLIENT_SECRET!,
 };
 
 export default config;
diff --git a/packages/backend/constants/common.ts b/packages/backend/constants/common.ts
@@ -1,6 +1,6 @@
 import { TP_ID } from '@prisma/client';
 
-export type CRM_TP_ID = 'zohocrm' | 'sfdc' | 'pipedrive' | 'hubspot';
+export type CRM_TP_ID = 'zohocrm' | 'sfdc' | 'pipedrive' | 'hubspot' | 'closecrm';
 // export type CHAT_TP_ID = 'slack';
 
 export const DEFAULT_SCOPE = {
@@ -38,6 +38,7 @@ export const DEFAULT_SCOPE = {
     [TP_ID.sfdc]: [], // https://help.salesforce.com/s/articleView?id=sf.remoteaccess_oauth_tokens_scopes.htm&type=5
     [TP_ID.pipedrive]: [],
     [TP_ID.slack]: ['users:read', 'users.profile:read'],
+    [TP_ID.closecrm]: [],
 };
 
 export const mapIntegrationIdToIntegrationName = {
@@ -46,6 +47,7 @@ export const mapIntegrationIdToIntegrationName = {
     [TP_ID.sfdc]: 'Salesforce',
     [TP_ID.zohocrm]: 'Zoho',
     [TP_ID.slack]: 'Slack',
+    [TP_ID.closecrm]: 'Close',
 };
 
 export const rootSchemaMappingId = 'revertRootSchemaMapping';
@@ -67,47 +69,55 @@ export const objectNameMapping: Record<string, Record<CRM_TP_ID, string | undefi
         [TP_ID.pipedrive]: 'organization',
         [TP_ID.sfdc]: 'Account',
         [TP_ID.zohocrm]: 'Accounts',
+        [TP_ID.closecrm]: 'organization',
     },
     [StandardObjects.contact]: {
         [TP_ID.hubspot]: 'contacts',
         [TP_ID.pipedrive]: 'person',
         [TP_ID.sfdc]: 'Contact',
         [TP_ID.zohocrm]: 'Contacts',
+        [TP_ID.closecrm]: 'contact',
     },
     [StandardObjects.deal]: {
         [TP_ID.hubspot]: 'deals',
         [TP_ID.pipedrive]: 'deal',
         [TP_ID.sfdc]: 'Opportunity',
         [TP_ID.zohocrm]: 'Deals',
+        [TP_ID.closecrm]: 'opportunity',
     },
     [StandardObjects.event]: {
         [TP_ID.hubspot]: 'meetings',
         [TP_ID.pipedrive]: 'activity',
         [TP_ID.sfdc]: 'Event',
         [TP_ID.zohocrm]: 'Events',
+        [TP_ID.closecrm]: '', // @TODO add equivalent cause there are activity, meeting and events options close crm api
     },
     [StandardObjects.lead]: {
         [TP_ID.hubspot]: 'contacts',
         [TP_ID.pipedrive]: 'lead',
         [TP_ID.sfdc]: 'Lead',
         [TP_ID.zohocrm]: 'Leads',
+        [TP_ID.closecrm]: 'lead',
     },
     [StandardObjects.note]: {
         [TP_ID.hubspot]: 'notes',
         [TP_ID.pipedrive]: 'note',
         [TP_ID.sfdc]: 'Note',
         [TP_ID.zohocrm]: 'Notes',
+        [TP_ID.closecrm]: 'note',
     },
     [StandardObjects.task]: {
         [TP_ID.hubspot]: 'tasks',
         [TP_ID.pipedrive]: 'activity',
         [TP_ID.sfdc]: 'Task',
         [TP_ID.zohocrm]: 'Tasks',
+        [TP_ID.closecrm]: 'task',
     },
     [StandardObjects.user]: {
         [TP_ID.hubspot]: 'users',
         [TP_ID.pipedrive]: undefined,
         [TP_ID.sfdc]: 'User',
         [TP_ID.zohocrm]: 'users',
+        [TP_ID.closecrm]: 'user',
     },
 };
diff --git a/packages/backend/helpers/crm/closecrm.ts b/packages/backend/helpers/crm/closecrm.ts
@@ -0,0 +1,27 @@
+export default function handleCloseCRMDisunify<T extends Record<string, any>>({
+    obj,
+    transformedObj,
+}: {
+    obj: T;
+    transformedObj: any;
+}) {
+    if (obj.firstName && obj.lastName) {
+        transformedObj['name'] = `${obj.firstName} ${obj.lastName}`;
+    } else if (obj.firstName) {
+        transformedObj['name'] = `${obj.firstName}`;
+    } else if (obj.lastName) {
+        transformedObj['name'] = `${obj.lastName}`;
+    }
+
+    ['phones', 'emails'].forEach((key) => {
+        if (transformedObj[key] && transformedObj[key].constructor === Object) {
+            transformedObj[key] = Object.values(transformedObj[key]);
+        }
+    });
+
+    if (obj.associations) {
+        transformedObj['lead_id'] = obj.associations.leadId;
+    }
+
+    return transformedObj;
+}
diff --git a/packages/backend/helpers/crm/transform/disunify.ts b/packages/backend/helpers/crm/transform/disunify.ts
@@ -4,6 +4,7 @@ import { transformModelToFieldMapping } from '.';
 import { handleHubspotDisunify, handlePipedriveDisunify, handleSfdcDisunify, handleZohoDisunify } from '..';
 import { postprocessDisUnifyObject } from './preprocess';
 import { flattenObj } from '../../../helpers/flattenObj';
+import handleCloseCRMDisunify from '../closecrm';
 
 export async function disunifyObject<T extends Record<string, any>>({
     obj,
@@ -40,5 +41,8 @@ export async function disunifyObject<T extends Record<string, any>>({
         case TP_ID.sfdc: {
             return handleSfdcDisunify({ obj, objType, transformedObj: processedObj });
         }
+        case TP_ID.closecrm: {
+            return handleCloseCRMDisunify({ obj, transformedObj: processedObj });
+        }
     }
 }
diff --git a/packages/backend/helpers/crm/transform/preprocess.ts b/packages/backend/helpers/crm/transform/preprocess.ts
@@ -28,6 +28,40 @@ export const preprocessUnifyObject = <T extends Record<string, any>>({
                 };
             },
         },
+        [TP_ID.closecrm]: {
+            [StandardObjects.contact]: (obj: T) => {
+                if (obj.name) {
+                    const names = obj.name.split(' ');
+                    const modifiedObj = {
+                        ...obj,
+                        firstName: names[0],
+                        lastName: names[1],
+                    };
+                    return modifiedObj;
+                }
+                return { ...obj };
+            },
+            [StandardObjects.lead]: (obj: T) => {
+                if (obj.name) {
+                    const names = obj.name.split(' ');
+                    const modifiedObj = {
+                        ...obj,
+                        firstName: names[0],
+                        lastName: names[1],
+                    };
+                    return modifiedObj;
+                }
+                return { ...obj };
+            },
+            [StandardObjects.deal]: (obj: T) => {
+                return {
+                    ...obj,
+                    isWon: obj['status_type'] === 'won' ? true : false,
+                    confidence: obj['confidence'] ? Number((parseInt(obj['confidence']) / 100).toFixed(4)) : undefined,
+                    value: obj['value'] ? Number(obj['value']) / 100 : undefined,
+                };
+            },
+        },
     };
     const transformFn = (preprocessMap[tpId] || {})[objType];
     return transformFn ? transformFn(obj) : obj;
@@ -124,6 +158,15 @@ export const postprocessDisUnifyObject = <T extends Record<string, any>>({
                 };
             },
         },
+        [TP_ID.closecrm]: {
+            [StandardObjects.deal]: (obj: T) => {
+                return {
+                    ...obj,
+                    confidence: obj.confidence ? obj.confidence * 100 : undefined,
+                    value: obj.value ? obj.value * 100 : undefined,
+                };
+            },
+        },
     };
     const transformFn = (preprocessMap[tpId] || {})[objType];
     return transformFn ? transformFn(obj) : obj;

diff --git a/packages/backend/helpers/crm/transform/transformSchemaMapping.ts b/packages/backend/helpers/crm/transform/transformSchemaMapping.ts
@@ -76,10 +76,12 @@ export const transformModelToFieldMapping = async ({
         where: { object: objType, schema_mapping_id: !!tenantSchemaMappingId ? tenantSchemaMappingId : undefined },
         include: { fieldMappings: { where: { source_tp_id: tpId } } },
     });
+
     const rootSchema = await prisma.schemas.findFirst({
         where: { object: objType, schema_mapping_id: rootSchemaMappingId },
         include: { fieldMappings: { where: { source_tp_id: tpId } } },
     });
+
     let crmObj: Record<string, string> = {};
     Object.keys(unifiedObj).forEach((key) => {
         const tenantFieldMapping = connectionSchema?.fieldMappings?.find(

diff --git a/packages/backend/helpers/crm/transform/unify.ts b/packages/backend/helpers/crm/transform/unify.ts
@@ -24,19 +24,31 @@ export async function unifyObject<T extends Record<string, any>, K>({
         tenantSchemaMappingId,
         accountFieldMappingConfig,
     });
-    const unifiedObject = {
+    const unifiedObject: {
+        additional: any;
+        associations: any | undefined;
+    } = {
         ...transformedObject,
         additional: {
             ...(transformedObject.additional || {}),
         },
+        associations: {},
     };
-
     // Map additional fields
     Object.keys(obj).forEach((key) => {
         if (!(key in unifiedObject) && key !== 'properties') {
             unifiedObject['additional'][key] = obj[key];
+            if (unifiedObject.additional.lead_id || unifiedObject.additional.organization_id) {
+                unifiedObject['associations']['leadId'] = unifiedObject.additional.lead_id;
+                unifiedObject['associations']['companyId'] = unifiedObject.additional.organization_id;
+            }
         }
     });
 
+    // Check if associations object is empty and set it to undefined
+    if (Object.keys(unifiedObject.associations || {}).length === 0) {
+        unifiedObject.associations = undefined;
+    }
+
     return unifiedObject as K;
 }
diff --git a/packages/backend/helpers/tenantIdMiddleware.ts b/packages/backend/helpers/tenantIdMiddleware.ts
@@ -3,7 +3,11 @@ import { xprisma } from '../prisma/client';
 import { logInfo, logError } from './logger';
 
 const revertTenantMiddleware = () => async (req: Request, res: Response, next: () => any) => {
-    const { 'x-revert-t-id': tenantId, 'x-revert-api-token': token, 'x-revert-t-token': tenantSecretToken } = req.headers;
+    const {
+        'x-revert-t-id': tenantId,
+        'x-revert-api-token': token,
+        'x-revert-t-token': tenantSecretToken,
+    } = req.headers;
     if (tenantSecretToken && !token) {
         return next();
     }

diff --git a/packages/backend/prisma/migrations/20231021035054_close_crm_enum_added/migration.sql b/packages/backend/prisma/migrations/20231021035054_close_crm_enum_added/migration.sql
@@ -0,0 +1,2 @@
+-- AlterEnum
+ALTER TYPE "TP_ID" ADD VALUE 'closecrm';
diff --git a/...ages/backend/prisma/migrations/20231108054110_app_bot_token_added_to_fields/migration.sql b/...ages/backend/prisma/migrations/20231108054110_app_bot_token_added_to_fields/migration.sql
@@ -0,0 +1,5 @@
+-- AlterTable
+ALTER TABLE "apps" ADD COLUMN     "app_bot_token" TEXT;
+
+-- AlterTable
+ALTER TABLE "connections" ADD COLUMN     "app_bot_token" TEXT;
diff --git a/packages/backend/prisma/migrations/20231108093347_/migration.sql b/packages/backend/prisma/migrations/20231108093347_/migration.sql
@@ -0,0 +1,12 @@
+/*
+  Warnings:
+
+  - You are about to drop the column `app_bot_token` on the `apps` table. All the data in the column will be lost.
+  - You are about to drop the column `app_bot_token` on the `connections` table. All the data in the column will be lost.
+
+*/
+-- AlterTable
+ALTER TABLE "apps" DROP COLUMN "app_bot_token";
+
+-- AlterTable
+ALTER TABLE "connections" DROP COLUMN "app_bot_token";
diff --git a/packages/backend/prisma/schema.prisma b/packages/backend/prisma/schema.prisma
@@ -12,6 +12,7 @@ enum TP_ID {
   zohocrm
   sfdc
   pipedrive
+  closecrm
   slack
 }